Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,219 $428K 0.17% -3 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,209 $425K 0.06% -271 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,206 $424K 0.02% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,204 $424K 0.16% +12 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,200 $422K 0.17% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,200 $422K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,200 $422K 0.08% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,200 $422K 0.23% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 1,138 $420K 0.27% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,196 $420K 0.18% +51 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,192 $419K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,188 $418K 0.03% +49 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,185 $417K 0.2% +66 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,185 $416K 0.08% -125 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,166 $416K 0.01% +522 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,184 $416K 0.03% -272 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,181 $415K 0.09% +100 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,180 $415K 0.06% +126 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,176 $413K 0.07% -142 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,174 $413K 0.02% +43 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,173 $412K 0.04% +6 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,172 $412K 0.05% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,148 $411K 0.01% +10 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,165 $410K 0.08% +468 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,162 $408K 0.04% -177 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,161 $408K 0.41% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,150 $405K 0.29% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,150 $404K 0.15% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,149 $404K 0.25% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,149 $404K 0.12% -114 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,147 $403K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,143 $402K 0.05% +398 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,142 $401K 0.09% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,141 $401K 0.13% +100 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,131 $398K 0.02% -59 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,130 $397K 0.17% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,130 $397K 0.06% -12 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,127 $396K 0.15% -221 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,119 $393K 0.23% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,117 $393K 0.08% -168 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,114 $392K 0.05% +79 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,114 $392K 0.03% +479 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,111 $391K 0.07% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,105 $388K 0.07% -147 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,059 $388K 0.02% -25 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,102 $387K 0.23% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,096 $385K 0.02% +4 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,095 $385K 0.1% new 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,092 $384K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,092 $384K 0.36% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,089 $383K 0.02% -579 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,088 $383K 0.17% +2 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,079 $379K 0.04% +10 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,076 $378K 0.06% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,076 $378K 0.07% -1 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 1,065 $374K 0.22% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,065 $374K 0.02% -71 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,062 $373K 0.03% +165 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,062 $373K 0.09% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,061 $373K 0.03% -33 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,057 $372K 0.33% 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,056 $371K 0.19% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1,053 $370K 0.25% 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,052 $370K 0.18% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,045 $367K 0.03% +11 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 990 $367K 0.29% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,018 $366K 0.08% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 33,152 $365K 0.15% +21 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,039 $365K 0.02% -345 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,037 $364K 0.02% +435 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,036 $364K 0.11% 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,035 $364K 0.24% +55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,035 $364K 0.06% 0 13F-HR/A Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,032 $364K 0.03% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,034 $363K 0.09% -92 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,032 $363K 0.02% 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,030 $362K 0.1% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,030 $362K 0.07% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,029 $362K 0.19% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,026 $361K 0.1% +7 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,027 $361K 0.23% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Bank More: the full row for Bell Bank 1,020 $358K 0.02% +97 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,019 $358K 0.22% +4 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,020 $358K 0.01% -858 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 1,017 $358K 0.19% -33 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,014 $357K 0.19% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,016 $357K 0.05% new 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 1,010 $355K 0.11% -915 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,004 $353K 0.02% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,002 $352K 0.08% 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,000 $351K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,000 $351K 0.15% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,000 $351K 0.18% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 998 $351K 0.1% -70 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 996 $350K 0.19% +5 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 996 $350K 0.05% +62 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 991 $348K 0.05% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 990 $348K 0.21% +59 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 938 $347K 0.45% -9 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 960 $347K 0.15% +138 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 985 $346K 0.37% 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 980 $344K 0.14% -8 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 934 $344K 0.05% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 972 $343K 0.11% +160 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 972 $342K 0.1% +5 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 970 $341K 0.24% -380 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 967 $340K 0.16% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 939 $339K 0.06% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 936 $339K 0.07% +5 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 960 $337K 1.09% -10 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 959 $337K 0.04% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 957 $336K 0.06% -68 13F-HR Timeline Group Tufton Capital Management More: the full row for Tufton Capital Management 955 $335K 0.06% -4 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 953 $335K 0.06% -64 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 953 $335K 0.01% +262 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 947 $333K 0.25% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 947 $333K 0.03% -20 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 946 $332K 0.08% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 943 $331K 0.03% -58 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 939 $330K <0.01% +518 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 937 $329K 0.14% +4 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 931 $328K 0.02% -110 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 933 $328K 0.03% +16 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 933 $328K 0.05% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 927 $327K 0.01% -24 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 924 $325K 0.12% +39 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 924 $325K 0.05% +57 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 920 $323K 0.04% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 920 $323K 0.07% -3 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 918 $323K 0.02% -336 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 917 $322K <0.01% -81 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 896 $322K 0.22% +21 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 916 $322K 0.06% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 915 $322K 0.15% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 912 $321K 0.01% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 913 $321K 0.13% -34 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 913 $321K 0.07% -99 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 911 $320K 0.14% +19 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 910 $320K 0.17% -50 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 909 $319K 0.03% 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 907 $319K 0.03% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 903 $317K 0.11% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 901 $317K 0.04% +2 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 901 $317K 0.06% -40 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 896 $315K 0.2% +7 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 896 $315K 0.11% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 896 $315K 0.19% -5 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 891 $313K 0.02% +24 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 890 $313K 0.02% -56 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 888 $312K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 888 $312K 0.02% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 884 $311K 0.1% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 881 $310K 0.19% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 880 $309K 0.02% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 879 $309K 0.02% +26 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 878 $309K 0.13% -60 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 876 $308K 0.09% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 871 $306K 0.05% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 870 $306K 0.08% +41 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 867 $305K 0.16% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 866 $304K 0.2% 0 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 862 $303K 0.04% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 857 $301K 0.09% 0 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 855 $301K 0.18% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 852 $299K 0.07% -1,350 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 851 $299K 0.04% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 849 $298K 0.85% -946 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 810 $298K 0.2% 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 846 $297K 0.01% -5 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 844 $297K 0.24% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 840 $295K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 839 $295K 0.02% +169 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 800 $294K 0.22% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 836 $294K 0.04% -34 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 836 $294K 0.01% -1,017 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 836 $294K 0.05% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 836 $294K 0.1% +10 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 835 $293K 0.13% 0 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 835 $293K 0.22% -170 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 829 $291K 0.03% +30 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 828 $291K 0.02% +196 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 828 $291K 0.06% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 825 $290K 0.07% +279 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 825 $290K 0.03% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 825 $290K 0.19% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 822 $289K 0.04% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 822 $289K 0.08% -5 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 821 $288K 0.04% -62 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 817 $288K 0.04% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 818 $288K 0.09% +62 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 818 $288K 0.03% -2,862 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 817 $287K 0.02% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 817 $287K 0.06% +44 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 817 $287K 0.06% +1 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 816 $287K 0.02% -414 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 815 $286K 0.21% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 814 $286K 0.02% +15 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 810 $285K 0.02% -26 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 810 $285K 0.06% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 810 $285K 0.09% 0 13F-HR Timeline